Cardinal Point Wealth Management Partners’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Cardinal Point Wealth Management Partners’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	$1.14M	Hold	44,622	–	–	0.35%	25
2022 Q4	$1.08M	Hold	44,622	–	–	0.37%	22
2022 Q3	$1.02M	Hold	44,622	–	–	0.49%	16
2022 Q2	$1.04M	Sell	44,622 -5,675	-11%	-$144K	0.5%	19
2022 Q1	$1.39M	Hold	50,297	–	–	0.62%	15
2021 Q4	$1.46M	Buy	+50,297	New	+$1.42M	0.63%	17

Other funds holding DFAC

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Buckingham Strategic Wealth Clayton, Missouri $9.7B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

SJS Investment Consulting Sylvania, Ohio $993M AUM 16.29% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $2.22B AUM 13.98% 1-Year Est. Return

Cardinal Point Wealth Management Partners's DFAC Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q1 2023 at 44,622 shares worth $1.14M. The position accounts for 0.35% of the portfolio, ranked #25.

Cardinal Point Wealth Management Partners first reported a position in DFAC in Q4 2021 and has held it in 6 quarters since. The position peaked at $1.46M in Q4 2021. 651 funds tracked by Wall St. Rank hold DFAC as of Q1 2023.

Cardinal Point Wealth Management Partners held 44,622 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $1.14M as of Q1 2023.
Cardinal Point Wealth Management Partners left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q1 2023.
U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.35% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #25 holding.
Cardinal Point Wealth Management Partners first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $1.46M in Q4 2021.
651 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.